With more than three decades of data management expertise,Cross Country Computer
is well-positioned to satisfy the needs of the Financial Services sector. With a strong focus on understanding how to interpret and format encumbered data with embedded financial terminology (UGMA/UTMA, Custodian, JTWROS, TTEE, etc), we are able to work with files in nearly any condition. Rehabilitating client data is an important first step that feeds our other processing ensuring more successful outcomes. Our strong, up-front processing, allows us to leverage name, address and where available SSN, DOB and other elements to facilitate platform migration, comply with SEC 17-ad17, conduct OFAC reviews, improve mail delivery, locate new addresses and link multiple accounts to a common owner. Our ability to execute sophisticated Transfer Agent approved Householding algorithms is used to consolidate brokerage accounts as well as facilitate co-mingled proxy mailings, allowing our clients to both reduce mailing costs and get a more holistic view of each customer relationship. Our processes facilitate CRM initiatives that lead to customer cultivation through better up-sell and cross-sell.
Since these engagements involve the handling of accounts representing billions of dollars in assets, Cross Country Computer’s algorithms and security protocols have a proven track record of exceeding the standards traditionally required for direct marketing or other less mission-critical initiatives.